madsinger monthly report (August 2014)

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madsinger
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madsinger monthly report (August 2014)

Post by madsinger »

Here is a big fat collection of portfolios, with their August 2014 returns, 2014 YTD return, and annualized returns since 1999, 2004, 2009 and 2011 (15 years 8 months, 10 years 8 months, 5 years 8 months, 3 years 8 months). I broke them into four categories, roughly corresponding to 100/0, 80/20, 60/40, 40/60 stock/bond portfolios, sorted by 10 year Total Return. The 3 fund is 50/30/20 Total Stock/Total Int'l/Total Bond. The s&d is 10 each of VFINX, VIVAX, NAESX, VISVX, VGSIX, 25 VGTSX, 5 VINEX, 20 VBMFX. The coffeehouse is a 60/40 described at The Coffeehouse Investor. The Newsletter portfolios are from a newsletter following Vanguard funds. William Bernstein's "Sheltered Sam" is an all stock portfolio which is 20% VFINX, 25% VIVAX, 5% NAESX, 15% VISVX, 10% VGSIX, 3% VGPMX, 5% each VEURX, VPACX, VEIEX, and 7% VTRIX. The madsinger portfolio is my real-world portfolio, roughly 50/6/11/33 stock/REIT/Gold/bond.

-Brad.

Code: Select all

                                   CAGR     CAGR     CAGR    CAGR
                   Aug     YTD     since    since    since   since
                   2014    2014    2011     2009     2004    1999
Hot Hands          5.09%   1.80%   14.36%   16.65%   9.82%  12.25%
Sheltered Sam      3.22%   9.49%   12.37%   16.41%   8.74%   7.86%
VFINX              3.99%   9.77%   15.82%   17.47%   7.75%   5.01%
                  
Newsletter G       4.03%   8.30%   14.41%   17.68%   9.38%   9.82%
Newsletter G-IND   4.36%   7.80%   13.92%   17.98%   9.16%   6.58%
s&d                2.58%   8.03%   10.35%   14.15%   8.39%   7.77%
3 fund             2.64%   7.11%   10.54%   13.68%   7.80%   6.00%
LS G               2.79%   7.44%   10.78%   13.92%   7.02%   5.33%

Code: Select all

Newsletter CG      3.73%   8.40%   13.79%   16.03%   8.49%   8.09%
Wellington         2.46%   7.95%   11.90%   13.48%   8.35%   7.66%
coffeehouse        2.62%   7.93%    9.91%   12.51%   7.78%   7.42%
STAR               2.42%   7.03%   10.58%   13.17%   7.46%   6.90%
LS MG              2.39%   6.87%    9.13%   11.77%   6.53%   5.42%
                  
Wellesley          1.98%   6.94%    9.80%   11.02%   7.36%   7.10%
Newsletter Inc     2.85%   8.10%   11.74%   13.37%   6.93%   5.85%
LS CG              1.94%   6.31%    7.16%    9.55%   5.67%   5.19%
                  
madsinger          2.47%   5.88%    8.72%   13.21%      
madsinger PP       2.20%               
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cfs
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Re: madsinger monthly report (August 2014)

Post by cfs »

Thanks.

Thanks Brad, I look forward to this report, good to see that we had a good month in August, and overall we are having a good year. Enter September 2014.

Thanks for reading.
~ Member of the Active Retired Force since 2014 ~
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madsinger
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Re: madsinger monthly report (August 2014)

Post by madsinger »

Another strong month for the portfolios.

US stocks up in the +3% to +5% range. Internationals had a spray +0.6% Europe, -0.2% Pacific, +4.3% Emerging Market.

Total Bond up about 1%.

My PP was fun to watch: +3.94% US stock, +4.24% US Long Bond, +0.08% Stable Value and +0.32% gold. Coming out to 2.20% for the month.

For anyone interested in past reports, here's a link to the wiki page:

http://www.bogleheads.org/wiki/Madsinge ... ly_reports

-Brad.
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Re: madsinger monthly report (August 2014)

Post by investor »

Thanks Brad:

Wellington still doing well.

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Eastwest
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Re: madsinger monthly report (August 2014)

Post by Eastwest »

My monthly reminder that we can to a lot worse than 100% Wellington (Stay The Course!).
westcoast
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Re: madsinger monthly report (August 2014)

Post by westcoast »

Enjoy reading your reports, thanks.





+1 for Wellington
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